See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,712 | $108,172-74.4% | $77,482-64.2% | $158,922-82.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 21.93% | 31.67%-9.7pp | 54.79%-32.9pp | 302.83%-280.9pp |
| Employer contribution / active EE | $4,183 | $1,325+215.7% | $986+324.1% | $4,761-12.1% |
| Participant deferral / active EE | $7,506 | $2,456+205.6% | $1,861+303.3% | $5,982+25.5% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |